Treasury
Advisory Group

Who We Serve Investments Our Approach Our Team Our Firm

Contact Us

Who We Serve Investments Our Approach Our Team Our Firm Contact Us

Our Team

Treasury Advisory Group

Meet the advisory team behind the Treasury Advisory Group.

The People

Team

Jason Chai

Investment Advisor

604-664-2825

Ross Carroll

Investment Advisor

604-664-2826

Treasury
Advisory Group

Institutional treasury investment management for corporations, municipalities, non-profits, educational institutions, and Indigenous governments and agencies across Canada.

Founded on experience. Powered by insight.

Company

Who We Serve
Products
Our Approach
Our Team
Our Firm

Contact

604-664-2825
treasuryadvisorygroup@ventumfinancial.com
Serving all of Canada

© Treasury Advisory Group, a Ventum Financial company. All rights reserved.

This website is for informational purposes only and does not constitute investment advice.

Important Disclosures

Conflicts of Interest Disclosure
Best Execution
Complaint Handling
Disaster Recovery
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Privacy Policy
Trade Matching Statement
Unclaimed Property Policy
Client Account Protection
Declaration of Trust

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Liquid
(cashable anytime, no penalty) Redeemable
(cashable early after an initial lock-up; full term is 1 year) Short-term fixed (90–270 days) Long-term fixed (1–5 years)

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